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Assign Task to Lead Reviewer

Notice

Read Below First

To be able to assign the Lead Reviewer to start the Review process for the created document, the USER with the Document Controller (DC) role must first receive the document sent by the Contractor from the BIMA Projects.

Assign Task To Lead Reviewer​

1. Open the Workflow Page​

DCassignLR_1

  1. On the side menu, DC can click on the Task menu to show the location of the Review Task menu for the workflow.
  2. After the menu shown, DC then can click onto the Review Task menu to open up the Review Task page.
  3. At the Review Task page, DC can pick on the active workflow to and click on the Workflow symbol that marked with Number 3.

2. Assign the Task​

DCassignLR_2

  1. DC first need to click on the Assign button to open the Edit task assignments form, to assign the task to Lead Reviewer (LR).
  2. Pick on the deadline date of the task given.
  3. From the dropdown list provided by BIMA Construction apps, pick the LR that needs to be assigned task to.
  4. If DC done on make sure the data for the task are input correctly, DC just need to click on the Verify and Complete button to completed the Task Assign process.

3. Task Assigned Successfully​

DCassignLR_3

  1. After DC click on the Verify and Complete button, a notification will pop-up saying Assign ([Name]) successfully.
  2. To make sure even more the successful assignee process are also marked with the completion status on the Status column of the workflow.

Assign Task To Lead Reviewer [Consolidate & Approve Comments]​

1. Assign the Task​

DCassignLR_Consolidate

  1. DC can first check on the workflow list if all the previous task status have been declared as Completed or not.
  2. If all the previos task are declared as Completed DC then can click on the Assign button.

2. Set Assignee & Due Date​

DCassignLR_Consolidate2

  1. DC Pick on the deadline date of the task will be given to LR.
  2. From the dropdown list provided by BIMA Construction apps, pick the LR that needs to be assigned task to.
  3. IF DC done on make sure of the data for the task are input correctly, DC just need to click on the Verify and Complete button to completed the Task Assign [Consolidate & Approve Comments] process.

3. Task Assigned​

DCassignLR_Consolidate3

  1. After DC click on the Verify and Complete button, a notification wil pop-up saying Assign ([Name]) successfully.
  2. To make sure even more the successful assigneed process are also marked with the appearance of profile photo of the assignee.